See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,622 | $127,386-33.6% | $115,037-26.4% | $125,391-32.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.98% | 31.28%-29.3pp | 26.14%-24.2pp | 282.22%-280.2pp |
| Employer contribution / active EE | $7,565 | $5,166+46.4% | $4,608+64.2% | $4,866+55.5% |
| Participant deferral / active EE | $7,275 | $6,423+13.3% | $6,026+20.7% | $5,352+35.9% |
| Admin fee / account holder | $13,138 | $9,516+38.1% | $8,175+60.7% | $9,540+37.7% |